BMO MM Lifestyle 4 B Acc


Fund Info

  • Yield History1.58%
  • 3 Year sharpe1.03
  • 3 Year alpha1.69
  • Distribution Typeaccumulation
  • BenchmarkCom Based on Targt Asset Aloc
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.99%
  • SectorVolatility Managed
  • Manager GroupBMO
  • DomicileUnited Kingdom
  • ISINGB00B83XVS65

Investment Strategy

The Lifestyle Defensive risk profile matching portfolio will invest in UK equities and corporate bonds with some exposure to property and non-UK equities, all primarily through collective investment schemes. The Fund may also hold transferable securities, money market instruments, and collective investment schemes and may use derivatives to increase, maintain, and reduce its investment exposures.